Category: Investments

2019 Financial Snapshot

January 15th, 2019

2019 – a list of lists regarding the macro investment outlook By Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Introduction 2017 was a great year for well diversified investors – returns were solid (balanced super funds returned around 10%) and volatility was low. So optimism was high going into 2018 […]

Financial Snapshot: should investors be worried?

November 8th, 2018

Rising US interest rates, trade wars, the US midterm election results, etc – should investors be worried? October was a bad month for shares with global shares losing 6.8% in local currency terms and Australian shares losing 6.1%. It’s possible that following top to bottom falls of 9% for global shares, 11% for Australian shares, […]

the pullback in shares – seven things investors need to keep in mind

October 12th, 2018

Introduction Every so often shares go through rough patches. We saw this most recently around February on the back of US inflation and interest rate concerns and the start of US tariffs which saw US shares and global shares fall roughly 10% and Australian shares fall 6%. Shares mostly recovered – even getting through the […]

Tariffs, Trump, North Korea and other global political risks in the Year of the Dog

March 16th, 2018

Geopolitical events like Brexit and Donald Trump’s election in the US “surprised” investors in 2016 but had no lasting negative impact on global financial markets. By last year investors were well focussed on geopolitical risks – Trump taking over as US President, Eurozone elections, the Communist Party Congress in China and rising risks around North […]

Where does the money go when the share market “corrects”?

February 26th, 2018

By David Baruffi, Financial Advisor During a share market correction or downturn the media will report that a certain market has ‘lost’ billions of dollars. But what happens to all that money and where does it go? Is it really lost? The answer is that it is purely a book figure – a ‘paper loss’. […]

Correction time for shares?

February 6th, 2018

Financial Snapshot The following financial snapshot looks at the pullback seen in US shares and the implications going forward. The key points are as follows: The US share market is long overdue a decent correction. This now appears to be unfolding as higher inflation, a slightly more aggressive Fed and higher bond yields are factored […]

Giving the gift of compound interest

September 11th, 2017

By Greg Major, Financial Advisor The first lesson most children learn about money is what they can spend it on – games, the latest toy, their own iPad – but it’s a parent’s obligation to also teach them about managing their money. And the earlier we can teach them about the power of compounding, the […]

The threat of war with North Korea – implications for investors

September 8th, 2017

Tensions with North Korea have been waxing and waning for decades now but in recent times the risks seem to have ramped up dramatically as its missile and nuclear weapon capabilities have increased. The current leader since 2011, Kim Jon Un, has launched more missiles than Kim II Sung (leader 1948 – 1994) and Kim […]

Active Investing VS. Passive Investing

August 25th, 2017

By Greg Major, Financial Advisor I heard a very good presentation last week from Andy Sowerby of Legg Mason about the benefits of going “active”. There has been more written about the pros and cons of active versus passive investing than perhaps just about any other topic in the field and the debate will rage. […]

Low Volatility Investing – Why haven’t I heard of this?

August 22nd, 2017

By Greg Major, Financial Advisor This article was published in The West Australian, Secure Your Future insert, on 21 August 2017 Unless you are in the upper echelon of well-read investors, you may not have heard of low volatility investing. While not uncommon, it is not considered mainstream either. For those who follow passive or […]

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